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| Keyboard |
| Alvin Clay Financial Advisors LLC
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|---|---|
| CRD # | 226655 |
| SEC # | 801-132864 |
| CIK # | |
| AUM | 186.6 M (2026-05-13) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 267-626-2382 |
| Address | 309 York Road Jenkintown, PA 19046 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 34.1 |
| (b) Individuals (high net worth individuals) | 48 | 132.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 8.8 |
| (h) Charitable organizations | 4 | 10.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 446 | 186.6 |
| By Discretionary | ||
| Discretionary | 446 | 186.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 446 | 186.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.6 | |
| Total | 446 | 186.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fjell Capital LLC
✚
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ND | 187.0 M |
|
Public Equity Partners LLC
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|
187.0 M | |
|
Dutch Asset Corporation
✚
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NY | 186.9 M |
|
David P Gilliam & Associates Inc
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|
Axecap Investments LLC
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|
Advocate Investing Services LLC
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|
MD | 186.6 M |
|
Block Wealth Management Inc
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186.5 M | |
|
Retirement Advisors LLC
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|
TX | 186.4 M |
|
Granite Financial Group LLC
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|
WI | 186.2 M |
|
Eagle Investment Advisors LLC
✚
|
PA | 186.1 M |